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JPMorgan Chase

4,664 hedge funds and large institutions have $496B invested in JPMorgan Chase in 2024 Q4 according to their latest regulatory filings, with 622 funds opening new positions, 1,712 increasing their positions, 1,936 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more first-time investments, than exits

New positions opened: 622 | Existing positions closed: 84

28% more funds holding in top 10

Funds holding in top 10: 622798 (+176)

16% more capital invested

Capital invested by funds: $428B → $496B (+$68.2B)

11% more funds holding

Funds holding: 4,2014,664 (+463)

1.01% more ownership

Funds ownership: 71.67%72.68% (+1%)

12% less repeat investments, than reductions

Existing positions increased: 1,712 | Existing positions reduced: 1,936

22% less call options, than puts

Call options by funds: $8.24B | Put options by funds: $10.6B

Holders
4,664
Holders Change
+463
Holders Change %
+11.02%
% of All Funds
61.43%
Holding in Top 10
798
Holding in Top 10 Change
+176
Holding in Top 10 Change %
+28.3%
% of All Funds
10.51%
New
622
Increased
1,712
Reduced
1,936
Closed
84
Calls
$8.24B
Puts
$10.6B
Net Calls
-$2.35B
Net Calls Change
+$84.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
1501
Herold Advisors
New York
$7.25M -$277K -1,191 -4%
GCM
1502
Garland Capital Management
Washington
$7.25M -$1.59M -6,830 -18%
SCP
1503
Sandhill Capital Partners
New York
$7.24M -$58.9K -253 -0.8%
UHC
1504
Union Heritage Capital
Michigan
$7.24M
HWA
1505
HCR Wealth Advisors
California
$7.22M +$10K +43 +0.1%
LSAG
1506
Lake Street Advisors Group
New Hampshire
$7.21M +$17.5K +75 +0.2%
WIM
1507
WealthPlan Investment Management
Nebraska
$7.2M +$164K +706 +2%
BMA
1508
Brooks Moore & Associates
Tennessee
$7.19M -$313K -1,342 -4%
AH
1509
Allen Holding
New York
$7.19M
BONH
1510
Bank of New Hampshire
New Hampshire
$7.19M -$91.1K -391 -1%
RMSCM
1511
R.M. Sincerbeaux Capital Management
New York
$7.18M -$233K -1,000 -3%
RCAG
1512
Rehmann Capital Advisory Group
Michigan
$7.18M +$327K +1,406 +5%
WIS
1513
Wright Investors Service
Connecticut
$7.18M -$1.37M -5,888 -16%
SC
1514
Syon Capital
California
$7.18M +$19.8K +85 +0.3%
CWAG
1515
Compton Wealth Advisory Group
Virginia
$7.17M +$110K +472 +2%
HPIA
1516
Hamilton Point Investment Advisors
North Carolina
$7.16M +$10.9K +47 +0.2%
LC
1517
Lincoln Capital
Nebraska
$7.16M -$134K -574 -2%
RI
1518
Redwood Investments
Massachusetts
$7.13M -$35.6K -153 -0.5%
SFA
1519
Souders Financial Advisors
Ohio
$7.13M -$1.67M -7,169 -19%
SACTSONJ
1520
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$7.12M
HCM
1521
Hengehold Capital Management
Ohio
$7.11M -$164K -704 -2%
HAFG
1522
Hansen & Associates Financial Group
California
$7.11M +$6.87M +29,487 New
CFGS
1523
Concourse Financial Group Securities
Alabama
$7.11M +$200K +857 +3%
MIP
1524
Marietta Investment Partners
Wisconsin
$7.1M +$1.91M +8,200 +38%
PFM
1525
Patton Fund Management
Texas
$7.09M +$6.89M +29,593 New